Financial Planning

What is the value of advice?

A secure retirement. Funding a child or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love. But just because a goal is common, doesn’t mean the approach should be.

My job as a financial advisor is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you meet your financial goals. And let’s be clear, a tailored plan goes beyond simply choosing investment products. It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and – most importantly – your personal values.

The financial planning process

No matter your financial destination, we believe a comprehensive plan offers the greatest potential for getting there. A personalized plan – one supported by products that fit your investment profile – will enable us to identify your goals and take consistent action to work towards them.

As we work through your priorities, we’ll keep in mind the four basic lifecycle phases of financial planning.

Accumulation

A saving and investing period that usually runs from your early working years until your late 40s.

Pre-retirement

A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.

Retirement

The time when you begin your post-work life and live off your investment income.

Legacy

A time to pass down what you’ve learned and acquired to the next generation.

"Dont be delinquent in payments to your future."

Cameron K. ReedCo-founder, Waddell & Reed Inc.

My mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact me today.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal.

This site is published for residents of the United States only. Advisors associated with Waddell & Reed, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed on this site. For additional information please contact the advisor(s) listed on the site, visit the Waddell & Reed, Inc. corporate site at www.waddell.com or contact the Waddell & Reed Compliance Department at 800-532-2762.